Administrative Assistant for Wealth Management Firm

4 weeks ago


Columbia, United States AtWork Personnel Services - SC Full time
Job DescriptionJob Description

We are seeking an Administrative Assistant to join our Wealth Management team You will perform clerical and administrative functions in order to drive the teams success. This is a full time position with our wealth management team. Hours are from 9a-5:00p Monday-Friday

$24.00 per hour

Responsibilities:

  • Draft correspondences and other formal documents
  • Create digital bulletins and graphics for newsletter
  • Plan and schedule appointments and events
  • Greet and assist onsite guests
  • Answer inbound telephone calls
  • Develop and implement organized filing systems
  • Perform all other office tasks

Qualifications:

  • Previous experience in office administration or other related fields
  • Familiarization with Redtail CRM
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • ​Strong organizational skills
Company DescriptionWhy Join Us:
We are an established well performing branch in Columbia, and are looking for highly motivated individuals to join our team and make a meaningful contribution. The Columbia branch offers the best of both worlds: the flexibility and endless upside opportunity for growth of a new branch, combined with the experience, know-how, and resources of a leading organization
We believe people are a company's number one asset, and in addition to a competitive base salary, we offer the opportunity for additional earning potential through annual performance bonuses. But more importantly, we offer an excellent work environment, characterized by service excellence, a high sense of camaraderie and genuine recognition for hard work and performance.Company DescriptionWhy Join Us:\r
We are an established well performing branch in Columbia, and are looking for highly motivated individuals to join our team and make a meaningful contribution. The Columbia branch offers the best of both worlds: the flexibility and endless upside opportunity for growth of a new branch, combined with the experience, know-how, and resources of a leading organization\r
We believe people are a company's number one asset, and in addition to a competitive base salary, we offer the opportunity for additional earning potential through annual performance bonuses. But more importantly, we offer an excellent work environment, characterized by service excellence, a high sense of camaraderie and genuine recognition for hard work and performance.

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